Cvc Advisors (U.S.) Inc.
- Regulatory AUM
- $25.6B
- Discretionary
- $0
- Clients
- 20
- Avg AUM / client
- $1.3B
- Accounts
- 20
- Employees
- 70
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 20 | $25.6B | 100.0% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stadler, Christopher, John | Director | Mar 2007 (19y) | Less than 5% | |
| Clark, John, Dawson | Director | Dec 2014 (12y) | Less than 5% | |
| Hussain, Raju, Zaedul | Director, Global Chief Compliance Officer | Dec 2014 (12y) | Less than 5% | |
| Breitner, Cameron, Eliot | Director | Aug 2015 (11y) | Less than 5% | |
| Haegg, Lars, Christian | Director | Aug 2015 (11y) | Less than 5% | |
| Husain, Mian, Fazle | Director | Aug 2019 (7y) | Less than 5% | |
| Baldwin, Christopher, Joseph | Director | Jul 2021 (5y) | Less than 5% | |
| Hassan, Huwaida | Managing Director, Compliance | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cvc Advisers (Luxembourg) Sàrl | Shareholder | Jan 2016 | A | 75% or more |
| Cvc Capital Partners Advisory Group Holding Foundation | Sole Shareholder | Jan 2016 | B | ≈ 31.64% – 100% via Cvc Capital Partners Advisory Holdings Limited |
| Cvc Capital Partners Advisory Holdings Limited | Sole Shareholder | Jan 2016 | B | ≈ 42.19% – 100% via Cvc Capital Partners Advisory Holdings Ii Limited |
| Cvc Capital Partners Advisory Holdings Ii Limited | Sole Shareholder | Dec 2015 | B | ≈ 56.25% – 100% via Cvc Advisers (Luxembourg) Sàrl |
| Cvc Capital Partners Plc | Sole Shareholder | Apr 2024 | B | ≈ 17.8% – 100% via Cvc Management Holdings Ii Limited |
| Cvc Management Holdings Ii Limited | Founder, Guardian & Council Member | Apr 2024 | B | ≈ 23.73% – 100% via Cvc Capital Partners Advisory Group Holding Foundation |
| Cvc Nominees Limited | Shareholder | Apr 2024 | B | ≈ 4.45% – 50% via Cvc Capital Partners Plc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cvc Capital Partners Advisory Group Holding Foundation: 75% – 100% of Cvc Capital Partners Advisory Holdings Limited × 75% – 100% of Cvc Capital Partners Advisory Holdings Ii Limited × 75% – 100% of Cvc Advisers (Luxembourg) Sàrl × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Cvc Capital Partners Advisory Holdings Limited: 75% – 100% of Cvc Capital Partners Advisory Holdings Ii Limited × 75% – 100% of Cvc Advisers (Luxembourg) Sàrl × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Cvc Capital Partners Advisory Holdings Ii Limited: 75% – 100% of Cvc Advisers (Luxembourg) Sàrl × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Cvc Capital Partners Plc: 75% – 100% of Cvc Management Holdings Ii Limited × 75% – 100% of Cvc Capital Partners Advisory Group Holding Foundation × 75% – 100% of Cvc Capital Partners Advisory Holdings Limited × 75% – 100% of Cvc Capital Partners Advisory Holdings Ii Limited × 75% – 100% of Cvc Advisers (Luxembourg) Sàrl × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Cvc Management Holdings Ii Limited: 75% – 100% of Cvc Capital Partners Advisory Group Holding Foundation × 75% – 100% of Cvc Capital Partners Advisory Holdings Limited × 75% – 100% of Cvc Capital Partners Advisory Holdings Ii Limited × 75% – 100% of Cvc Advisers (Luxembourg) Sàrl × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Cvc Nominees Limited: 25% – 50% of Cvc Capital Partners Plc × 75% – 100% of Cvc Management Holdings Ii Limited × 75% – 100% of Cvc Capital Partners Advisory Group Holding Foundation × 75% – 100% of Cvc Capital Partners Advisory Holdings Limited × 75% – 100% of Cvc Capital Partners Advisory Holdings Ii Limited × 75% – 100% of Cvc Advisers (Luxembourg) Sàrl × 75% – 100% direct ≈ 4.45% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • PORTFOLIO COMPANY FEES AND COST PLUS 10% FROM PARENT ADVISER
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗